Wealth Planner (Cambridgeshire/Essex)

Description

Wealth Planner

Full-time | Hybrid (3 days office, 2 days WFH)
Saffron Walden, Essex (CB11)

The Opportunity

A well-established, partner-owned investment and wealth management firm is looking to appoint an experienced Wealth Planner to join its growing financial planning team.

The business combines the investment discipline of a larger institution with the accessibility and client focus of a boutique firm. With a strong existing client base and a recently expanded wealth planning offering, this is a genuine opportunity to step into a stable, high-quality book of clients and play a key role in the next phase of growth.

The firm specialises in pre- and post-retirement advice, tax-efficient retirement strategies, lifetime allowance planning, and estate planning. Client relationships are long-term, advice-led, and relationship-driven, not transactional.

The Role

The core purpose of the role is to maintain and develop profitable client relationships, delivering high-quality ongoing financial planning advice and service.

You will manage an existing portfolio of clients, supported by a collaborative wider team, while contributing to the continued development of the wealth planning proposition.

Key Responsibilities

• Manage a portfolio of existing private clients, delivering ongoing financial planning advice to a high professional standard

• Conduct regular client reviews in line with agreed service levels

• Meet agreed fee targets and KPIs

• Build trusted, long-term client relationships and inspire confidence

• Delegate appropriately and communicate clearly with colleagues

• Support and contribute to marketing and business development initiatives alongside Partners

• Maintain compliance with regulatory and professional standards

• Undertake ongoing professional development and training

Skills & Experience

Essential:

• Minimum 3 years’ experience in private client wealth planning

• Strong interpersonal skills with a client-first mindset

• Clear, professional communication skills (written and verbal)

• Solid technical understanding across core areas of financial planning

• Commercial awareness and solutions-focused approach

• Highly organised, detail-oriented, and numerate

• Able to manage deadlines and work effectively under time pressure

• Self-motivated, proactive, and comfortable working independently

• Collaborative team player with a flexible approach

Systems & Tools:

• Working knowledge of CRMs, cashflow planning software, investment research tools

• Competent user of MS Office (Word, Excel, PowerPoint) and Outlook

Qualifications

• Minimum professional qualification achieved

• Working towards Chartered Financial Planner status (or equivalent)

Why Join?

• Hybrid working model with flexibility

• High-quality existing client base

• Partner-led, values-driven culture

• Genuine focus on long-term client outcomes, not sales pressure

• Opportunity to grow with an expanding wealth planning business

If you want a role where advice quality, client trust, and professionalism actually matter, this one’s worth a serious look.